Kotak Midcap Fund - Growth Return

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Showing Funds Performance since Sep 07, 2020

Kotak Midcap Fund - Growth Fund Overview

Min. investment

SIP ₹100 & Lump. ₹100

AUM (Fund size)

₹69,283 Cr

Lock In Period

N/A

Expense Ratio

1.49

Exit Load

For redemption / switch out of upto 10% of the initial investment amount (limit) purchased or switched in within 1 year from the date of allotment: Nil.If units redeemed or switched out are in excess of the limit within 1 year from the date of allotment: 1%.If units are redeemed or switched out on or after 1 year from the date of allotment: Nil.

Benchmark

Nifty Midcap 100 Total Return

Kotak Midcap Fund - Growth Calculate Returns

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Growth Review

DurationFund Return(%)Category Average(%)Category Best(%)
1M0.51-1.036.37
6M8.441.2526.07
1Y7.163.3547.78
3Y18.7910.17142.86

Portfolio Analysis

  • Equity: 97.93%
  • Debt: 2.07%
  • Others
As on: 2026-07-31
View allocation % by

1. Fortis Healthcare India Ltd3.83%
2. Global Health Ltd.1.80%
3. ASTER DM HEALTHCARE LTD1.10%
4. Max Healthcare Institute Ltd.0.85%
5. Apollo Hospitals Enterprise Ltd.0.58%
6. MANIPAL HEALTH ENTERPRISES LTD0.16%

1. IPCA Laboratories Ltd.3.12%
2. TORRENT PHARMACEUTICALS LTD.1.38%
3. EMCURE PHARMACEUTICALS LIMITED1.02%
4. BIOCON LTD.0.97%
5. RUBICON RESEARCH LIMITED0.81%

1. L&T FINANCE LTD2.85%
2. CHOLAMANDALAM INVESTMENT AND FINANCE COMPANY LTD.1.80%
3. POONAWALLA FINCORP LIMITED1.32%
4. PIRAMAL FINANCE LTD1.18%

1. Mphasis Ltd2.68%
2. Persistent Systems Limited1.62%
3. Oracle Financial Services Software Ltd1.51%
4. Birlasoft LImited0.81%

1. NUVAMA WEALTH MANAGEMENT LIMITED1.68%
2. HDB FINANCIAL SERVICES LTD.1.55%
3. Max Financial Services Ltd1.24%
4. Prudent Corporate Advisory Services Ltd.0.91%

1. ETERNAL LIMITED3.24%
2. SWIGGY LTD1.61%

1. INDIAN BANK2.24%
2. BANK OF MAHARASHTRA2.08%

1. FEDERAL BANK LTD.2.85%
2. CITY UNION BANK LTD.0.47%

1. VISHAL MEGA MART LIMITED3.06%

1. Dixon Technologies India Ltd2.03%
2. Voltas Ltd.1.00%

1. KEI Industries Ltd.2.47%

1. GE VERNOVA T&D INDIA LIMITED2.42%

1. Dalmia Bharat Limited1.21%
2. JK Cement Ltd.1.12%

1. BHARTI HEXACOM LTD.2.17%

1. Solar Industries India Limited2.16%

1. Schaeffler India Ltd2.14%

1. Oberoi Realty Limited2.09%

1. REC LTD1.17%
2. Power Finance Corporation Ltd.0.90%

1. Apar Industries Ltd.1.91%

1. Bharat Electronics Ltd.1.88%

1. Coromandel International Limited1.71%

1. MRF Ltd.0.94%
2. Apollo Tyres Ltd.0.69%

1. Nippon Life Asset Management Ltd1.59%

1. SRF LTD.1.54%

1. INDIA SHELTER FINANCE CORPORATION LTD0.77%
2. HOME FIRST FINANCE CO INDIA0.66%

1. BHARAT FORGE LTD.1.34%

1. HINDUSTAN PETROLEUM CORPORATION LTD.1.30%

1. BLUE STAR LTD.1.28%

1. LENSKART SOLUTIONS LIMITED1.25%

1. P I Industries Ltd1.24%

1. Metro Brands Ltd.1.22%
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About Fund Kotak Midcap Fund - Growth

Kotak Midcap Fund - Growth managed by Kotak Mahindra Mutual Fund,is a Mid-capscheme with Assets Under Management of ₹69,283 Crore. The fund benchmarks its performance against the Nifty Midcap 100 Total Return while maintaining an expense ratio of 1.49. Under the expert guidance of Atul Bhole ,the fund implements a disciplined investment approach aligned with its mandate. The scheme requires a minimum investment of ₹500 for SIP and ₹1,000 for lump sum investments, making it accessible to diverse investor profiles.

Fund Managers

Atul Bhole

Mr. Atul holds B.Com degree and has also done CA and MMS. Prior to this, he has worked with JP Morgan Services Pvt. Ltd. as Equity Research Analyst, State Bank of India -Treasury as Equity Research Analyst.

Peer Comparison

Fund NameRatingsAUMExpense Ratio
Union Midcap Fund Growth31,892 CR2.4
Bandhan Midcap Fund Growth12,403 CR2.11
Kotak Midcap Fund - Growth369,282 CR1.49
Invesco India Midcap Fund Growth314,721 CR1.87
HSBC Midcap Fund Growth415,578 CR2.29
Fund Name1Y3Y
This FundUnion Midcap Fund Growth10.745364.7367
This FundBandhan Midcap Fund Growth9.890567.1295
This FundKotak Midcap Fund - Growth7.16167.62
This FundInvesco India Midcap Fund Growth8.705893.8971
This FundHSBC Midcap Fund Growth20.141996.1127

Kotak Midcap Fund - Growth FAQs

Kotak Midcap Fund - Growth's fund is managed by experienced SEBI-registered investment fund manager , who implements the fund's strategy through research-backed decisions while adhering to its stated objectives.

The expense ratio of Kotak Midcap Fund - Growth is 1.49. This expense ratio is calculated by dividing the fund's operating expenses by its net assets.

Kotak Midcap Fund - Growth’s fund performance is as follows:
  • 1 Month : 0.51%
  • 6 Months : 8.44%
  • 1 Year : 7.16%
  • 3 Years : 18.79%
Returns of Kotak Midcap Fund - Growth are updated daily based on NAV of ₹ 147.7 as on Aug 20,2026. Since inception, the return has been 67.62%.

You can invest in Kotak Midcap Fund - Growth through SIP with a minimum of ₹500 monthly or make a lump sum investment of a minimum ₹1,000. Additional purchase minimums vary by scheme.

The fund size (AUM) of Kotak Midcap Fund - Growth is ₹69,283 crore. It changes based on market performance, inflows, and outflows.

You can track your investment in Kotak Midcap Fund - Growth through our website, our Choice FinX mobile app, regular statements, and email updates. Our customer support team is available for queries.